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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,457 | $190,879-96.6% | $160,009-96.0% | $134,532-95.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.01% | 552.63%-574.6pp | 408.85%-430.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,558 | $4,995-68.8% | $4,225-63.1% | $4,741-67.1% |
| Participant deferral / active EE | $3,874 | $6,924-44.0% | $6,183-37.3% | $6,401-39.5% |
| Admin fee / account holder | $51 | $10,495-99.5% | $8,715-99.4% | $11,429-99.6% |